This past week was a slower week in guru real-time activity, with four gurus reporting changes to their portfolios. Richard Blum, George Soros and Mario Gabelli made slight changes in their holdings, while Carl Icahn made a significant increase to one of his holdings.

Mario Gabelli increased his holdings in Lufkin Industries (LUFK) by 11.43% on June 14. Gabelli added a total of 197,607 shares of Lufkin at an average price of $88.47 per share, representing a 0.11% impact to his portfolio. Gabelli currently holds 1,926,420 shares of Lufkin Industries, representing 5.72% of the company’s shares outstanding.

Since the end of the first quarter, Gabelli has increased his position in Lufkin four times, adding a total of 1,348,320 shares to his holdings.

Gabelli’s holding history of Lufkin as of the first quarter:

Gabelli’s increases also come as the price of Lufkin stock has hit a plateau in the $88 per share range.

Lufkin Industries is an oilfield and power transmission company based out of Lufkin, Texas. The company designs, manufactures and services a broad suite of Artificial Lift and Automation services to optimize and extend the production life of wells. The company also designs, manufactures and services precision speed increasing gearboxes and specialized bearings for the energy industry.

Lufkin has a market cap of $3 billion; its shares were traded at around $88.48 with a P/E ratio of 33.30 and a P/S ratio of 2.30. The company had an annual average earnings growth of 14.5% over the past 10 years. GuruFocus rated Lufkin the business predictability rank of 2.5-star.

This week Guru Richard Blum made two decreases of his holdings in Career Education Corporation (CECO). Blum has been pulling money out of the company since the first quarter of 2012.

On June 17, Blum reduced his holdings 1.71% by selling 150,000 shares of CECO. He sold his shares at an average price of $2.82. Since this sell, the price per share has decreased approximately 5%.

Most recently, on June 20, Blum reduced his holdings in CECO by -3.89%. Blum sold a total of 336,360 shares at an average price of $2.69 per share, representing a -0.14% impact to his portfolio. Blum still owns 8,307,623 shares, making up approximately 12.23% of the company’s shares outstanding.

Richard Blum’s holding history of Career Education Corporation as of the end of the first quarter:

Career Education Corporation offers educational services to a diverse student population of over 116,000 students across the world in a variety of career-oriented disciplines. The approximately 90 campuses that serve these students are located throughout the U.S. and in France, Italy and the UK, and offer doctoral, master's, bachelors and associate degrees and diploma and certificate programs.

Carl Icahn furthered his controversial position in Dell (DELL) on June 18 making his fund, Icahn Capital Management, the largest institutional shareholder of the company. This buy came as Icahn continues to put the pressure on Dell in his attempt to buyout the company.

In his most recent increase, Carl Icahn increased his holdings in Dell by 89.49%. Icahn bought 72,010,328 shares for approximately $13.41 per share. The guru currently holds 152,478,650 shares of Dell, representing a 5.72% impact to his portfolio and 8.73% of the company’s shares outstanding.

Icahn is now the second largest shareholder behind Michael Dell, the founder and CEO of Dell, who owns nearly 270 million shares of his company.

Icahn’s holding history of Dell as of the end of the first quarter:

The Company offers a range of technology solutions, including servers and networking products, storage products, services, software and peripherals, mobility products, and desktop PCs. Dell sells its products and services directly to customers through dedicated sales representatives, telephone-based sales, and online sales, and through a variety of other sales distribution channels.

Dell has a market cap of $23.5 billion; its shares were traded at around $13.34 with a P/E ratio of 12.60 and a P/S ratio of 0.40. The dividend yield for Dell stocks is 1.80%. The company had an annual average earnings growth of 5.4% over the past 10 years. GuruFocus rated Dell the business predictability rank of 3-star.

On June 18, George Soros reduced his holdings in Exar Corporation (EXAR) by -0.57%. Soros sold a total of 35,878 shares of Exar at an average price of $11.60. Since his sell, the price per share has decreased approximately 4%. Soros still holds on to 6,257,579 shares, representing 13.55% of the company’s shares outstanding.

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